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<br>Take the first steps to make the most out of your CRM by setting up your phone, syncing your email &amp; personalizing your notifications. 

→  <a href="https://help.gocrm.io/en/collections/2534984-phones" target="_blank" rel="nofollow noopener noreferrer">Phones</a>

→  <a href="https://help.gocrm.io/en/collections/2534988-email" target="_blank" rel="nofollow noopener noreferrer">Email</a>

→  <a href="https://help.gocrm.io/en/articles/4409683-adding-contacts" target="_blank" rel="nofollow noopener noreferrer">Add Your First Contact</a>

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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